DianeW777
Expert Alumni

After you file

The answers to your questions will be placed in the same order for you.

  1. No, you don't need to send the detail of your individual trade transactions to the State of CA.

    Related information:

  2. When filing by mail, any W-2, Form 1099-R or other documents only with federal withholding must be mailed with the tax return.  However when you use e-file, you keep all the documents in your tax files for future use, if needed.  Nothing gets mailed to the IRS with the exception of such things as your 1099-B details and a few other things.  

You can view the Form 8453 to see the check boxes for items that must be mailed after a tax return has been accepted through e-file.

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